New York Life Investment Management’s NewMarket NEU Stock Holding History

New York Life Investment Management’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$396K	Sell	501 -411	-45%	-$296K	﹤0.01%	764
2026 Q1	$585K	Buy	912 +240	+36%	+$156K	﹤0.01%	742
2025 Q4	$462K	Buy	+672	New	+$513K	﹤0.01%	735
2024 Q2	–	Sell	-570	Closed	-$362K	–	1161
2024 Q1	$362K	Sell	570 -378	-40%	-$227K	﹤0.01%	1174
2023 Q4	$517K	Sell	948 -27	-3%	-$13.6K	0.01%	814
2023 Q3	$444K	Sell	975 -154	-14%	-$69.5K	﹤0.01%	810
2023 Q2	$454K	Sell	1,129 -177	-14%	-$69K	﹤0.01%	801
2023 Q1	$477K	Buy	+1,306	New	+$453K	0.01%	976

Other funds holding NEU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New York Life Investment Management's NEU Position: Q2 2026 in Review

New York Life Investment Management reduced its NewMarket (NEU) stake by 45% in Q2 2026, selling an estimated $296K and leaving 501 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

New York Life Investment Management first reported a position in NEU in Q1 2023 and has held it in 8 quarters since. The position peaked at $585K in Q1 2026. 275 funds tracked by Wall St. Rank hold NEU as of Q2 2026.

New York Life Investment Management held 501 shares of NewMarket worth $396K as of Q2 2026.
New York Life Investment Management sold 411 NewMarket shares in Q2 2026, an estimated $296K.
NewMarket made up ﹤0.01% of New York Life Investment Management's portfolio in Q2 2026, its #764 holding.
New York Life Investment Management first reported a position in NewMarket in Q1 2023 and has held it in 8 quarters since.
New York Life Investment Management's NewMarket position peaked at $585K in Q1 2026.
275 funds tracked by Wall St. Rank held NewMarket as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.